The Special Needs Trust: Estate Planning For Grandparents, Parents And Families With Special Needs Members (VIRTUAL)
Planning for a loved one with special needs requires thoughtful preparation. This class explores how to create a clear estate plan that provides support without disrupting eligibility for benefits and programs. Learn how special needs trusts work, when they may be appropriate, and the advantages and limitations to consider. We will also discuss strategies for protecting different types of assets and ensuring long term care and financial stability. Gain practical guidance to help you plan with confidence and peace of mind.
Steve Ledin
Instructor
Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve practices extensively in the areas of estate planning and corporate transactional law. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession.
Rick C Peterson
Instructor
Rick Peterson is a Financial Advisor with Principal Financial Group
AEFM4
Instructors:
- Steve Ledin
- Rick C Peterson
| Date | Time | Location |
|---|---|---|
| Thu, Nov 5th 2026 | 6:30 - 8:00 PM | Online Course |